Best CRM for Architects
This guide reviews 6 architect CRMs for 2025, highlighting how ManyRequests, Salesforce, HubSpot, EngageBay, Monday.com, and Pipedrive can help architecture firms streamline client management, onboarding, invoicing, and project collaboration.
Ideal Customer Profile
Architectural firms, design studios, and creative agencies needing client portals, centralized client data, and streamlined project collaboration with branding-friendly, scalable CRM solutions.
Common Pain Points
- •Managing client communications and feedback across multiple design projects
- •Centralizing client data, documents, and project status in one place
- •Onboarding clients and collecting design requests efficiently
- •Billing, invoicing, and transparent service pricing
- •Limited native integration with CAD/BIM tools and architecture-specific workflows
- •Maintaining a white-labeled client experience across projects
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Architectural/design agencies needing a white-labeled client portal, centralized project management, and service billing
⚡ Key Features
- Client Portal (white-labeled)
- Centralized project management dashboard
- Billing and invoicing automation
- Design annotation and inline client feedback
- Service catalog and client requests
- File sharing and secure document storage
- Impersonate (client perspective view)
Pros
- ✓Consolidates multiple features into one platform
- ✓White-label portal and custom URL
- ✓Strong design annotation and client feedback features
Cons
- ✗Limited automation; Zapier integration available for workflows
- ✗No native CAD/BIM integration; CAD/BIM files shared as PDFs
"ManyRequests consolidates client data and project workflows into one portal, simplifying client collaboration."
Perfect For
Large teams seeking scalable CRM with robust reporting and customization
⚡ Key Features
- Contact Management
- Opportunity Management
- Reports and Dashboards
Pros
- ✓Customizable email templates, fields, and objects
- ✓Scales well with team growth
Cons
- ✗Steep learning curve
- ✗Higher product costs
"Powerful, scalable CRM with strong customization, but requires onboarding and training."
Perfect For
Agencies wanting a free entry plan and powerful marketing/sales tools
⚡ Key Features
- List Segmentation (Active and Static Lists)
- Deal Tracking
- Automated Workflows
Pros
- ✓Free version available
- ✓Tools to organize and nurture relationships
Cons
- ✗Lower plans lack features like A/B testing and advanced automation
"HubSpot’s free tier makes CRM accessible, with scalable automation as you grow."
Perfect For
All-in-one CRM with automation for agencies
⚡ Key Features
- Contact Management
- Appointment Scheduling (Google Calendar integration)
- Integrations (DocuSign, LinkedIn, Google Calendar, PandaDoc)
Pros
- ✓All-in-one solution
- ✓Automation features
- ✓Free plan
Cons
- ✗Reporting features lacking
"Affordable all-in-one option with solid automation for agencies."
Perfect For
Project-focused CRM with strong automation and templates
⚡ Key Features
- Automation templates and no-code builder
- Gmail/Outlook integration for client emails
- AI-assisted email drafting and templating
- Performance dashboards and revenue forecasting
Pros
- ✓Customizable features
- ✓Automation tools
- ✓Integrates with many tools
Cons
- ✗Time tracking only on higher-tier plans
"Strong project-centric CRM with powerful automation, though some features are tiered."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Assess whether you need a client portal and design feedback workflow vs. a traditional CRM.
- 2
Check for native CAD/BIM integrations or how CAD/BIM files will be shared and annotated.
- 3
Consider your budget, team size, and growth; high-end CRMs offer robust automation and reporting but at higher cost.
- 4
Evaluate white-labeling and client experience capabilities to maintain a professional, branded portal.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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